Regal Investment Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,279
| Closed | -$569K | – | 521 |
|
|
2024
Q3 | $569K | Buy |
10,279
+6
| +0.1% | +$332 | 0.04% | 329 |
|
|
2024
Q2 | $453K | Sell |
10,273
-259
| -2% | -$11.4K | 0.03% | 372 |
|
|
2024
Q1 | $405K | Sell |
10,532
-71
| -0.7% | -$2.73K | 0.03% | 399 |
|
|
2023
Q4 | $507K | Buy |
+10,603
| New | +$507K | 0.04% | 321 |
|
|
2023
Q2 | – | Sell |
-10,201
| Closed | -$488K | – | 547 |
|
|
2023
Q1 | $488K | Buy |
+10,201
| New | +$488K | 0.04% | 287 |
|